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dukeduke

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  • BlackBerry Shareholders Cheer Up, It Will Get Worse [View article]
    Sorry for your losses...your father's passing and your bad timing on buying shares under Heins. If you have been making bad bets all along and now advocating this as "a sinking ship." Perhaps, you are wrong again. If there is anything to take away from your piece is that your timing is bad. It seems like the best course would for shorts to cover their positions and go long here. IMO, the way Chen is approaching this turnaround has been nothing but impressive. He already made some major changes that are bold, decisive, and intelligent. Even the analysts of the stock were caught by surprise. No one could have predicted his move. I think there's more to come from Chen for $BBRY. Longs are patiently waiting from this point forward... At the price this stock was trading below book value, one has to be crazy shorting here. Maybe your piece should have came out back when the stock was at $14 and under Heins. This is poor timing on your part once again. Sorry! If you don't think the stock is going higher, you should close your longs and not write negative pieces like this. It makes you sound a bit like a sore loser. I just don't understand why you are still going long when you are trashing the new CEO and the company. By the way, if your dad's last words to you were "cheer up, it will get worse" he really messed you up big time. What a horrible thing for a dying father to say to his son.
    Dec 26 07:34 AM | 5 Likes Like |Link to Comment
  • Forget BP Fundamentals, It’s All About News [View article]
    I totally agree that it's all about news. Also, speculation of someone buying BP? no chance.. Congress will make BP responsible for the mess not pass it on, plus the only people who can buy them are too large to pass anti trust.

    The fundamentals on BP is not clear since costs of the oil spill will last many years to come and BP can't even estimate how much that will be. There will be additional lawsuits associated with people in area getting sick and employees expose to the oil vapors and the VOC. I think when the bad news get to be too much, BP will file for bankruptcy to limit its liability. After bankruptcy the gov will be responsible for the mess and other companies can start buying its assets. That's my prediction.
    Jun 30 02:00 PM | 3 Likes Like |Link to Comment
  • After The Dust Settles On BlackBerry, What Do You Really Have Left? [View article]
    After the dust settles, naked shorts will be long gone... Those who have faith in the new CEO Chen (with an impressive track record) will be rewarded. Full disclosure... I switched to LONG under Chen at $5.88+. I believe in what CHEN said and his actions thus far reinforces it significantly. This is going to be a bumpy ride up, but it will be. RIMM was once traded north of $140/sh. Recapturing market share in under served highly populated growing third world countries with low bandwidth requirement devices is a smart move.
    Dec 26 07:46 AM | 2 Likes Like |Link to Comment
  • George Soros's Newest Portfolio Picks [View article]
    You are so wrong about GM and F. F grew organically and came out of the recession stronger. GM filed for bankruptcy and is now mostly owned by the US government, Canadian government, and it's workers. It will be decades before GM could buy back those shares to become whole again.
    Oct 19 09:00 AM | 1 Like Like |Link to Comment
  • Torpedo Watch List: Large and Small Cap Stocks to Avoid [View article]
    Mr Anonymous, I think you are wrong! CCE will be one of the best investment going forward. With 95% return on equity and it's debt off loaded with the recent sales of the North American production, this company is clean and ready to grow at a fast rate. It's one of the major bottling companies in Europe and they are set to acquire more companies to gain a strong hold on the European market. European market hasn't yet been saturated and poise to grow by leaps and bounds in the coming years, CCE stands to gain. CCE has dabbled with its 52 week moving average and poised to explode upward. Don't ever short a good stock or you will regret doing so. There are plenty of bad stocks out there, but CCE is not one of them.
    Nov 22 12:51 PM | 1 Like Like |Link to Comment
  • Roche's Diabetes Dreams Fade as Taspo Data Deteriorates [View article]
    Why is Byetta earning estimate falling year over year? Also Bydureon biodegradable polymer is a coating on the drugs to slowly release the drugs into the system? Is it like the slow release food I put in the fish tank? That stuff doesn't work the same way every time. When the slow release food sits in a humid place, it releases slower and when it's too dry, it cracks and break open faster. Will that happen inside the human body too? I think it's unsafe to put 1 week worth of drugs in the body at once, because someone is too lazy to take it every day. If I am very sick, I will take my meds daily. So, I don't think Bydureon will catch on. Plus, how well the drug perform will rely heavily on the manufacturing of the drug. If there's a poor quality in coating occur, the body can get overdosed or under drugged. Idea is good, but will not fly in the market. Doctors don't like the lack of control. What can be done in case of an overdosage? You can't just filter it out via a dialysis process, can you?

    I think ROCHE failed because their coating was inadequate. I think Bydureon's test has over 10% drop out rate, is cause for concern. FDA will have to look at that closely. It might be an indication for closer inspection and more clinical trials.
    Jun 30 02:20 PM | 1 Like Like |Link to Comment
  • Netflix (NFLX +3.1%) on Netflix (10-Q): "If we do not reverse the negative consumer sentiment toward our brand and if we continue to experience significant customer cancellations and a decline in subscriber additions, our results of operations including our cash flow will be adversely impacted."  [View news story]
    The cost of content continue to go up. Streaming continue to eat up broadband and there's risk of increase cost or congestion. Competition will heat up in this arena so Netflix has reached a plateau in rate of growth. Netflix has lost its mojo. Warren Buffet says you have a mojo when it's hard to duplicate your business. I stead of building on its strength, it decides to use an easy way to improve profit by cutting service and increasing prices. That was what killed Blockbuster.
    Nov 1 11:42 PM | Likes Like |Link to Comment
  • Netflix (NFLX +3.1%) on Netflix (10-Q): "If we do not reverse the negative consumer sentiment toward our brand and if we continue to experience significant customer cancellations and a decline in subscriber additions, our results of operations including our cash flow will be adversely impacted."  [View news story]
    Talk about desperate to trick more people to buy a stock that is bound to fal to the next support level of $50 in a matter of weeks, if not days. Fact of the matter is, a company that can't fix a PR snafu is dangerous and worse is a company that can't predict the rate of exodus correctly is problematic. Netflix might have cause heads to roll at some companies and fortunes lost. Each quarter analyst will review their holdings and will decide if they want to keep the stock, and make changes to their positions. Fool me once, shame on you, fool me twice, shame on me mentality will come into play. How will the fund manager explain to their investors if they were to still hold onto a stock that had totally wrecked their portfolio- its like gambling. Truth of the matter is, the company should have been forthcoming with the big investors about what they plan to do and the problem they will potentially have. Even after the fall out, they should have been upfront with the real numbers of members defecting- after all, they are a tech company and have instant read on account membership.

    Don't fall for the trap this seeking alpha writer had posted. I think he's desperate in wanting you to put more money into a company that screwed up royally.
    Nov 1 10:36 PM | Likes Like |Link to Comment
  • Amazon Poised to Fill October '09 Gap [View article]
    how do you use the GAP to plan your trade? Does it mean when it drops below 110 it will fall straight to 94? Should I set my buy at 94? Will it gap upward when it comes back up? What does that mean and how should I use that information? Thanks..
    Jun 30 04:16 PM | Likes Like |Link to Comment
  • Looking for a Euro Sell Signal [View article]
    based on today's action, how do you see the Euro goes? It looks like it's bucking the trend or going through a trend reversal. Thanks
    Jun 25 07:46 PM | Likes Like |Link to Comment
  • Spain: The Next EU Sovereign Debt Crisis, Coming Soon [View article]
    So Depressing... When the government can't borrow will the people wake up and spend less.. save more.. and produce more for consumer within. Sometimes, it takes a huge shock to the global market for things to change..
    Jun 25 07:34 PM | Likes Like |Link to Comment
  • Drug Pipeline Pulse Check: Roche’s Stumble Boosts Amylin [View article]
    Not necessarily... The Bydureon once a week drug will not get FDA approval due to lack of guarantee it can be safely removed on accidental overdose. Also, it's hard enough to remember to take daily diabetic drugs, imagine the possibility of forgetting to take the infrequent weekly life saving drug. There's no need for a longer acting version of the same drug. The risk/benefit is not good enough to push such drug to market.
    Jun 25 06:10 PM | Likes Like |Link to Comment
  • AMLN Pharmaceuticals is worth $45 [View instapost]
    Balony...
    Jun 25 12:00 PM | Likes Like |Link to Comment
  • Standard oil industry practice suggests that - unless gross negligence can be proved at Transocean (RIG -0.2%) and Halliburton (HAL -2.7%) -  BP (BP -2%) and Anadarko (APC -1.3%) bear the ultimate liability for clean-up and recovery costs in the Gulf of Mexico, writes David Phillips. Transocean filings point to indemnification from BP regarding subsurface risks related to loss of well control.  [View news story]
    I missed 60 minutes last night. How's RIG liable for the incident? I want to know. I do feel that RIG's legal maneuver will not get much farther with everyone so upset with the disaster. Did you know RIG was an American company until they decided to get around the IRS by moving head quarter to Sweden where corporate taxes are low? They invoke the 1800 maritime law to limit their liability, but the time has change and oil companies are drilling deeper and drawing much higher capacity. Plus, they forgot to account for inflation with the liability cap.. 100 years ago $1 is worth a lot more in today's money. So, RIG is not getting away with it this time. I hope they are made accountable for every damages they caused. If Transocean didn't lease the rig to BP to drill at 5000 feet depth; who knows, this accident might not have happened.
    Jun 6 08:33 PM | Likes Like |Link to Comment
  • Standard oil industry practice suggests that - unless gross negligence can be proved at Transocean (RIG -0.2%) and Halliburton (HAL -2.7%) -  BP (BP -2%) and Anadarko (APC -1.3%) bear the ultimate liability for clean-up and recovery costs in the Gulf of Mexico, writes David Phillips. Transocean filings point to indemnification from BP regarding subsurface risks related to loss of well control.  [View news story]
    BP still has a revenue stream and, at most, the spill will cost it 1 yr of profit. RIG relies on offshore drilling, liability cap removed will leave many not signing contracts for drilling in the coming months. Plus, RIG is being slapped with human loss lawsuits and a furious jury can hit them hard in their pocketbook. RIG is the largest offshore drilling company and will suffer as future drilling stalls.
    May 18 07:44 PM | Likes Like |Link to Comment
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